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Our History
Cornerstone has managed investment portfolios for organizations since 1993. Founded in Bellevue Washington, we are identified by Forbes as one of the Top 50 Registered Investment Advisors (RIAs) in the nation in terms of assets under management and one of the world's Top Family Offices by Bloomberg News.*
Our team is experienced, highly credentialed and deeply vested in the lives and missions of our clients. Our extensive experience serving affluent families provides a rare perspective on managing long-term, legacy assets for endowments, and exclusive insights into donor motivations.
We are a values-based organization, and approach every client and work effort with kindness, respect, integrity and imagination. We add value to your organization and to your stakeholder groups in three distinct ways:
| • | By providing clear investment strategies that support your mission |
| • | By operating with clear, understandable fee schedules |
| • | By delivering clear, transparent reports that enhance the efficiency of your board and/or finance committee and increase donor and stakeholder confidence in your organization's investment strategy. |
As one of the largest employee-owned and operated wealth management firms in the Northwest*, we have buying power and economies of scale to access to top-notch managers and negotiate cost savings that we pass on to our clients.
The result is a strategic partner who is actively engaged in your success and acts as an extension of your staff.
*"Top 50 Fee-Only Advisors" Forbes and "Top 50 Family Offices" Bloomberg Markets Magazine
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